Product Updates

V2.13 – Swan

September 17, 2018

ENHANCEMENTS

  1. See task numbers in a process.
  2. Ability to resend tasks to assignees
  3. New process tracker shows the next task due for each process.
  4. Ability to favorite (star) processes.

ENHANCEMENTS

  1. Ability to set ‘before’ deadlines.
  2. New rules creation design.
  3. Automatically kick-off a new process after any task completion (with Zapier/API)
  4. Fresh new daily digest design .

FIXES

  1. Coworker names show up alphabetically in dropdown lists.
  2. See a notification when others complete a task.

V2.12 – Cuckoo

August 28, 2018

ENHANCEMENTS

  1. New step card design is here.
  2. Ability to receive just the daily digests.
  3. See one-off tasks in your Daily Digest.
  4. Smoother opening and closing of template steps

FIXES

  1. Radio button form field entry triggers rules.
  2. Email preferences settings saving.
  3. Relative deadlines update in real-time.

V2.11 – Starling

August 8, 2018

ENHANCEMENTS

  1. Numbers added to steps when creating a template.
  2. New design for issue and resolution comments.
  3. All coworkers now have an avatar with their initials.

FIXES

  1. Shaped and more precise radio button selection click.
  2. Editing date fields on one-off tasks is fixed.

V2.10 – Kingfisher

July 26, 2018

ENHANCEMENTS

  1. Ability to ‘Remember you’ for longer – stay signed in 30 days.
  2. Clearly see when form fields are left empty on completed tasks.

FIXES

  1. General fixes and improvements.
  2. Template webhooks saving issue fixed.

V2.9 – Parrot

July 17, 2018

NEW FEATURES!

  1. Email notifications when a process tasks you/Zapier assign to yourself.
  2. Email notifications when a guest or coworker re-opens a task.
  3. Daily Digest emails
  4. Ability to ensure only assigned coworkers can complete a task via Advanced tab in template steps.

ENHANCEMENTS

  1. New and improved sidebar! Easier access to the things you care about.
  2. Step cards rise into your view when opened inside of the template editor.
  3. Improved legibility on form field guidance text.
  4. Relative dates have been added to all comments.
  5. New, more clear, task card states, default, hover, and open!
  6. Simplified create template screen, just enter the name and you’re off!

V2.8 – Bald Eagle

July 3, 2018

NEW FEATURES!

  1. Enlarge images inside of task descriptions.

ENHANCEMENTS

  1. Hitting ENTER key commits save when creating text form fields

FIXES

  1. Fixed issue with saving form fields.
  2. Fixed issue with archiving tags.

V2.7 – Condor

June 19, 2018

NEW FEATURES!

  1. Create tasks, templates, start processes, and invite coworkers from anywhere inside Tallyfy with the new “+NEW” button.
  2. Do more with the “More details” drawer in active processes and the template editor.
  3. Edit assignees and deadlines inside of an active process.

ENHANCEMENTS

  1. “View More” on task card changed to “Open.”
  2. Need help creating your template? Now you can schedule a call with our experts inside of the template editor with the “Need Help?” button.
  3. Tabs inside of step cards got a makeover.
  4. Completing and Re-opening a task plays a sound now. Editable in settings.
  5. View the number of steps beside each template name in the template library.
  6. Details, assign, deadline, and advanced tabs all contain their own save buttons.
  7. Template library archive now has improved darker line design.
  8. Ability to remove uploaded avatar.
  9. The template editor has a new look and feel.
  10. Step alias & field alias are no longer generic and are now read only and can be easily copied.
  11. Completed task cards now display the name of the coworker who completed them.

FIXES

  1. Fixed “unsaved changes” lightbox popping up when switching tabs.
  2. Fixed “discard changes” button issue not actually discarding changes.
  3. Assigning a task in another coworker’s task view now auto assigns them.
  4. Checkbox click lag is fixed.
  5. If issue is present on process with no tasks, visual indicators will now reveal the issue.

V2.6 – Horned Owl

May 7, 2018

NEW FEATURES!

  1. New completed task card design with ‘View More’ to see form fields and description.

ENHANCEMENTS

  1. Template step’s ‘Assign’ tab wording is more clear.
  2. Active process header scrolls with you and contains important process information.
  3. A more intuitive Create Template screen with template name prompt above text field.
  4. Cleaner template step cards – no longer contain visible description text at top of card when closed.
  5. Ability to easily select a country code for your phone number on sign-up.
  6. Users must now click “Agree to Tallyfy service notifications” before joining org.
  7. Withdrawing a coworker invite displays success alert.

FIXES

  1. Date picker accepts years 1900 to 9999.
  2. “Last step of process” renamed to “Last step of template” and moved to bottom of deadline dropdown list.
  3. Username on user’s settings screen is non-editable.
  4. Full screen videos do not have overlapping sidebar.
  5. COMPLETE button only needs one click to mark complete.
  6. Preview form field now contains correct UI for checklist form field type.
  7. Users are no longer able to delete a file on a completed task.
  8. Switch seamlessly between step tabs with no dialogue prompts when no changes have been made.
  9. Sorting filter remains saved on Process Tracker when returning from different screens.

V2.5 – Crow

April 25, 2018

NEW FEATURES!

  1. Tallyfy is on Zapier! Check out how to connect with and use Zapier.
  2. Automatically start a processes using Zapier.
  3. Automatically create one-off tasks using Zapier.
  4. Ability to create anything new with the NEW button on the top menu.

ENHANCEMENTS

  1. Ability to book a call with sales before you consider upgrading your plan.
  2. Ability to clearly see alerts on top menu.
  3. Ability to see other coworker’s tasks lists from coworkers-settings view (Paid plans only).
  4. Ability to see total number of tasks in the task view.

V2.4 – Eagle

April 13, 2018

NEW FEATURES!

  1. New WYSIWYG (new text editor) in task comments
  2. New color for process statuses (on progress bars):
    • Green = On-time
    • Yellow = Due in 24 hrs
    • Red = Overdue/issue reported
  3. New color indicator for task deadlines:
    • Grey = on-time
    • Yellow = Due in 24 hrs
    • Red = Overdue
  4. New ‘Power Assign’ guests at start of process (BASIC/PRO plan feature.)
  5. New step relative deadlines (required to refresh after task completion.)

ENHANCEMENTS

  1. More subtle button saving animations.
  2. Ability to see full text clearly in completed forms.
  3. Your company logo will appear much clearer on Tallyfy, and can now handle @2x files.(please upload it again.)

FIXES

  1. Template steps saving when moved.
  2. Relative deadline step name appearing in full.
  3. Guest task shows description clearly.
  4. Image/files inserted to template step description can be saved and downloaded.

V2.3 – Heron

March 11, 2018

NEW FEATURES!

  1. New ability to add and see Process Instructions in Start Process View.
  2. New ability to add and see Process Notes in a task’s pop-out.

ENHANCEMENTS

  1. Ability to edit a process name during a process.
  2. Ability to delete custom process view criteria and entire views.
  3. ‘Mark as incomplete’ button on completed task renamed to ‘Re-open.’
  4. Completed task card design aligned to incomplete task card design.

FIXES

  1. Clarity on upgrade required beyond 5 users in STARTER (free) plan.
  2. Complete button on one-off tasks with description now showing.

V2.2 – Sparrow

March 1, 2018

NEW FEATURES!

  1. New ability to upload your and others profile photos! 🙂
  2. New ability to change organization name and add more organization details.
  3. New task card indicated ‘View more’ for forms and descriptions on a task.

FIXES

  1. Downloading files uploaded in tasks.
  2. Ability to resend a coworker invite.
  3. Task description in completed task now shows up clearly (not HTML.)

V2.1 – Albatross

Feb 9, 2018

NEW FEATURES!

  1. New ability to delete one-off tasks.
  2. New ability to archive templates.
  3. New ability to create sub-tasks (checklist form fields in a process task.)
  4. New ability to view/edit organization ‘Billing’ under ‘Settings’
  5. New ability to remove coworkers from ‘Settings’
  6. New ability to invite a new coworker from the template step – Assign tab.
  7. New spanish UI on browsers set to that language.
  8. New added a rich text editor for step descriptions.
  9. New template webhooks emit richer information.

FIXES

  1. Template step card opens without need to refresh.
  2. Process tracker shows accurate number of steps (when there are hidden steps.)
  3. Can download files uploaded to tasks.
  4. Assignment of guest emails saves accurately in start process.
  5. Guest task view shows assignee name, organization name etc.
  6. Guest task view can upload files.
  7. Fixed bugs on showing and hiding conditional rules.
  8. The status of coworkers you invite is now accurate.
  9. Billing links now let you view billing history and change billing information.
  10. Lots of smaller bugs squashed (fixed).

V2.0 – Penguin

Jan 10, 2018

Our entirely new product launched to the public 🙂

Seriously though, stop fighting email and spreadsheets

Take control of your approvals and processes